Pds Ko 401(K) Plan — Form 5500 plan (Pds Consultants, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pds Ko 401(K) Plan is a benefit plan reported by Pds Consultants, Inc. under EIN 11-3124680 and plan number 003. The latest loaded filing year is 2023. The filing reports 605 participants and $13,302,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pds Consultants, Inc.
EIN
11-3124680
Plan number
003
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
605
End-of-year plan assets
$13,302,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20240925182834NAL0014821745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,302,491
Net assets (EOY)
$13,302,491
Net assets (BOY)
$9,893,635

Income & contributions

Employer contributions
$1,333,499
Participant contributions
$1,339,170
Total contributions
$2,857,362
Total income / additions
$4,560,118

Expenses & distributions

Benefits paid
$1,081,144
Administrative expenses
$70,118
Total expenses
$1,151,262
Net increase / (decrease)
$3,408,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$59,614$02023
Mcgregor And AssociatesTPA$10,504$02023

Related Form 5500 pages